Sunpointe’s Aon AON Stock Holding History

Sunpointe’s Portfolio AON Stock Details AON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-593	Closed	-$212K	–	262
2025 Q3	$212K	Hold	593	–	–	0.08%	231
2025 Q2	$210K	Sell	593 -3	-0.5%	-$1.09K	0.08%	214
2025 Q1	$238K	Sell	596 -1	-0.2%	-$383	0.13%	150
2024 Q4	$215K	Sell	597 -16	-3%	-$5.88K	0.11%	172
2024 Q3	$212K	Buy	+613	New	+$201K	0.17%	152
2024 Q2	–	Sell	-838	Closed	-$280K	–	166
2024 Q1	$280K	Buy	+838	New	+$260K	0.31%	100

Other funds holding AON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sunpointe's AON Position: Q4 2025 in Review

Sunpointe sold out of Aon (AON) in Q4 2025, closing a stake of 593 shares — an estimated $212K sold.

Sunpointe first reported a position in AON in Q1 2024 and held it in 6 quarters. The position peaked at $280K in Q1 2024. 1,279 funds tracked by Wall St. Rank hold AON as of Q4 2025.

Sunpointe reported no remaining Aon position as of Q4 2025 after selling out during the quarter.
Sunpointe sold 593 Aon shares in Q4 2025, an estimated $212K.
Sunpointe first reported a position in Aon in Q1 2024 and held it in 6 quarters.
Sunpointe's Aon position peaked at $280K in Q1 2024.
1,279 funds tracked by Wall St. Rank held Aon as of Q4 2025.

Based on Sunpointe's 13F filing for Q4 2025, filed 23 Jan 2026.